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Ohlson Group Opens Chicagoland Office
By staff WriterThe Ohlson Group, Inc., Indianapolis, has announced the opening of their Rosemont, Illinois office. Nicholas R. Ohlson, a marketing consultant with the firm, will manage the new office. "This additional location allows us to be close to our
December 02, 2008
The future of boomer homesHigh-tech home models are giving boomers a glimpse of what "assisted living" will be like 20 to 30 years from now. The Mercury News in...
December 01, 2008
Checklist for Involving Children in Family Philanthropy1. The family creates a philanthropic mission statement to help it consistently evaluate charitable requests. 2. Each family member participates in the philanthropic process and discussion. 3....
December 01, 2008
Experiencing the Power of PhilanthropyA family retreat can be a great opportunity to initiate clients into the power of philanthropy. Perry Cochell and Rod Zeeb, co-founders of the Heritage...
December 01, 2008
On Philanthropy, Is Your Client a Dynast?In last month's column, "The Fine Art of Planning with Collectibles," the discussion of valuable collectibles naturally led to the complicated issue of gifting to...
December 01, 2008
Addition by SubtractionI have seen how money ruins families," says Louise Marie Cole, CFP, principal partner of Heritage Group of Companies in Toms River, New Jersey, and...
November 10, 2008
Not a Relaxed TimeThere are a lot of things converging all at once. My Web site is officially launched, my new office is under construction and will be...
November 06, 2008
Hub Acquires California AgencyA national benefits broker has scooped up a regional firm.Hub International Ltd., Chicago, says it has acquired M&L Insurance Services Corp., Thousand Oaks, Calif.Hub is ...